Planning

By Steve Barlotta, CPA Sticker shock can be defined as disgust, shock, or fright upon learning the price of an item offered for sale. Well, many upper-income taxpayers experienced something very [...]

In what is becoming a common occurrence, President Obama has made another change to his Affordable Care Act. His administration announced last week that most employers won’t face a fine [...]

In a recent survey, 36% of U.S. adults said they provided unpaid care for an adult relative or friend in the past year. This figure is only expected to keep growing significantly in the next ten [...]

A tough economy, lagging job market and burdensome student loan debt have created an environment where once-empty nests are no longer all that empty. Parents who find themselves caring for their [...]

By Steve Barlotta, CPA A 529 Plan can be a great option for saving for a child’s college education. Contributions to these plans are allowed to grow tax-deferred, and withdrawn tax-free if [...]

Baby Boomers, born between 1946 and 1964, have had a huge impact on American culture and society, and that continues as they head into retirement. If you or a loved one is a member of this [...]

By Steve Barlotta, CPA In the last part of your year-end tax planning letter, we will focus on some tax-planning strategies that were not covered in our first two articles. I know most of you are [...]

By Steve Barlotta, CPA Well, it’s that time once again. With December upon us, it’s a good idea to look into some last minute tax-savings strategies. Part I of our year-end tax [...]

Your to-do list is probably pretty full at this time of year. While the thought of adding one more task may feel overwhelming, it’s one that can help put your mind at ease this New Year’s Eve: [...]

There are a few major issues that need to be considered when setting up your company. Choosing the right business entity is something not to be taken lightly. Your particular situation will [...]